Henry Katz, CFP®, RFP*, FCG, CEA
Certified Financial Planner® | Founder | President | Katz Wealth Management Services
Henry Katz is President & CEO, Katz Wealth Management Services, providing professional financial advice and wealth management services to a wide range of clients.
Katz works closely with people to plan their financial future. He achieves financial aims by educating clients and identifying financial needs which includes tax planning, retirement planning, money management strategies and estate planning. He provides risk management advice and customizes financial strategies to meet life goals.
Admired by clients for his financial guidance, and highly respected by colleagues, Katz is a leader in ethics in financial planning and has a loyal clientele. Katz has been a financial planner and wealth management advisor for more than 25 years and he founded his own practice.
As a long-term Finance professor at Sheridan College and a sought after public speaker and educator in financial planning, Katz served as lead curriculum developer and coordinator and specialized financial planning program advisor for Sheridan’s Financial Planning and Wealth Management post-graduate program and also as Coordinator of the undergraduate Business Finance program. He taught many financial planning students and has authored numerous finance texts and articles.
Katz began his career as a manager in public accounting and moved on to the Canada Revenue Agency as a business auditor in taxation. He also operated a very successful management accounting service for a number of years before becoming a finance business professor and starting his own financial planning firm to help people manage their wealth for a lifetime of financial well-being.
* In Canada, the Registered Financial Planner (RFP) designation is administered by The Institute of Advanced Financial Planners.
